Your contractors can upload and edit their own insurance documents BUT if the contractors sends you the document you can manage it for them.

STEP BY STEP:

Search the the relevant contractor on the search screen and click on the VIEW icon next to the Company Name.

ADD NEW INSURANCE

Go to the Insurance table and click ADD NEW

Enter all the relevant data and upload a copy of the insurance certificate and click SAVE.

REPLACE EXPIRED INSURANCE

Go to the Insurance table and find the insurance certificate to replace.

• Click on the REPLACE icon next to the insurance Certificate.
• Enter all relevant data and upload a new copy of the insurance certificate and click SAVE.

NOTE:  When a document is replaced the old version automatically moves to the archive section of the system.